Cherry Tree Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6K | Sell |
127
-9
| -7% | -$1.89K | 0.01% | 308 |
|
|
2025
Q1 | $23.2K | Sell |
136
-17
| -11% | -$2.9K | 0.01% | 327 |
|
|
2024
Q4 | $27.1K | Hold |
153
| – | – | 0.01% | 302 |
|
|
2024
Q3 | $23.3K | Hold |
153
| – | – | 0.01% | 322 |
|
|
2024
Q2 | $27.8K | Hold |
153
| – | – | 0.01% | 297 |
|
|
2024
Q1 | $29.5K | Hold |
153
| – | – | 0.01% | 292 |
|
|
2023
Q4 | $39.9K | Sell |
153
-50
| -25% | -$13K | 0.01% | 254 |
|
|
2023
Q3 | $38.9K | Sell |
203
-125
| -38% | -$24K | 0.01% | 246 |
|
|
2023
Q2 | $69.2K | Buy |
+328
| New | +$69.2K | 0.02% | 212 |
|